It Ain’t over til the Fat Lady Sings! Try the Rib-Eye Pizzaiola

Kenny PolcariUncategorized

Things you need to know. –        Is it done or not?  Investors think so as they take stocks higher. –        Remember – It Ain’t over til the Fat Lady sings…. –        The media changes the tone of the headlines…. –        Regional Banks surge on the back of deposit increases at WAL –        More confusion from the FED –        Try the …

Are They Blowing Smoke Up Your Arse? A Weekend Deal? – Try the Spaghetti Carbonara

Kenny PolcariUncategorized

Things you need to know. –        Stocks back off, VIX rises as the debt debate heats up. –        FED Pres Mester – calling for more hikes. –        HD disappoints – Investors focus on the DYI metric and take 2% out of the stock.  TGT, WMT and LOW are due to report in the week ahead. –        Shell announces AI technology …

The Debt Drama Continues all while the FED Discusses HPP (Hike, Pause or Pivot) – Try the Linguine w/Pesto and Shrimp

Kenny PolcariUncategorized

Things you need to know. –        Negotiations continue – will little clarity – Meeting 2 takes place at the WH today… –        GOP rejects the latest Democratic proposals to slash spending. –        Yellen continues to stir the pot of anxiety. –        More mixed message out of the FED yesterday and expect more today. –        Mikey Burry goes LONG the Regional …

Debt Deal Imminent? (It will be an 11th hr deal), Turkey in Turmoil -Try the Lollipop Lambchops

Kenny PolcariUncategorized

Things you need to know. –         Traders do an about face on the FED. –         Debt ceiling drama remains center stage. –         Dems urged Jo Jo to invoke the 14th Amendment. –         Oil backs off while Gold holds steady. –         1-month Treasuries now yielding 5.74% annualized –         Turkey in turmoil –         Try the Lollipop Lambchops (think Turkey) Stocks struggled but …

Yellen ‘Cuddles’ with the Glitterati! :) – Try the Linguine Puttanesca

Kenny PolcariUncategorized

Things you need to know. –         Yellen Cuddles with the Glitterati –         More FED speak – Speaks to more Hawkishness. –         PACW comes under renewed pressure – causing angst across the sector. –         Oil and Gold are both lower – one of them is wrong. –         Try the Linguine Puttanesca It’s a panoply of things….an ongoing wreck in the regional …

CPI – Neutral, PPI ? We are about to Find Out, More Debt Noise out of DC – Try the Chicken w/Pancetta

Kenny PolcariUncategorized

Things you need to know. –         CPI was neutral – not good, nor bad…. Inflation still hovering around 5.5% –         PPI due out today…. we wait. –         Treasuries decline and fears of a deeper recession take root. –         Oil steady, gold steady…. –         More noise about the debt ceiling is just that – noise. –         Donny joins the chorus and …

Investors Wait….Lack of Clarity accentuates the Path of Least Resistance – Try the Stuffed Pork Roast

Kenny PolcariUncategorized

Things you need to know. –          CPI due out at 8:30 –         Debt Ceiling drama continues…Neither side gives 1 inch. –         Rate Cuts in the fall? Don’t go betting the ranch on it. –         China trade suggests a slower comeback.  Challenge! –         OPEC meeting only 3 weeks away… –         Try the Stuffed Pork Roast /Provolone and fresh herbs. Stocks started …

Mkts Await Data, Debt Discussions Take Center Stage – Try the Chicken Scarapiello

Kenny PolcariUncategorized

  Things you need to know. –         Markets await this week’s inflation data. –         The debt ceiling negotiations kick off in earnest. –         Treasury yields rise, Oil rises and gold rises…. –         CA – is the first state to ‘default’ on $18.5 billion of debt – but Gavin is travelling the country…Telling us how to manage our states! –         Try …

Stocks Retreat, Apple Reports Revs of $94.8 Bil, NFP out at 8:30-Try the Grilled Shrimp over Feta Orzo

Kenny PolcariUncategorized

Things you need to know. –        Stocks continue to retreat as investors reconsider the ‘bank issues. –        Apple reports a 3% decline in revenues but still reports $94.8 billion in the qtr. –        Gold surges – suggesting the FED is done, Oil collapses – suggesting a global recession…. –        Today is all about Non-Farm Payrolls…What will that say about the …

Expect a Hike, Brace for the Guidance, Tech and Gold Expect a Pause – Try the Sole Meuniere

Kenny PolcariUncategorized

Things you need to know. –        It is FED Day – investors expect a hike but brace for the guidance. –        Oil gets slammed on global economic concerns – expect the Kingdom to announce more cuts. –        Every sector got hit – other than Consumer Staples (think defensive) –        Tech and Gold traders are betting on a pause…if not a …